Join Farther as a Relationship Manager & Servicing Advisor to manage affluent households and deliver comprehensive financial planning.
Posted by employer 6 months ago
First seen on Joblaze 1 month ago
Last verified on the company career page 1 day ago
Skills & Technologies
AI in the day-to-day
Use AI tools and Farther's platform to work efficiently and scale service quality.
Requirements
- Experience
- 10+ years
Not disclosed in this posting: compensation, visa sponsorship.
Benefits
Joblaze summary
In this role, the Relationship Manager & Servicing Advisor at Farther is responsible for managing a dedicated segment of affluent households, addressing service requests, and providing comprehensive financial planning. The position requires a strong background in financial planning, particularly in areas like retirement and tax strategies, along with proficiency in tools like eMoney or RightCapital. Ideal candidates will have over a decade of client-facing experience and a CFP® certification, making this role suitable for seasoned professionals looking to deepen client relationships without the pressure of business development. Farther's collaborative environment and innovative approach to w
Joblaze insights
- Listed about a month ago — first seen on Joblaze September 3, 2026. Last confirmed on Farther's careers page October 27, 2026.
- This exact title is also open at 2 other locations at Farther: Remote in Telluride, CO, Remote in Scottsdale, AZ.
- AI tools appears in 0.2% of 2576 comparable senior other roles in United States; RightCapital appears in 0.1% of 2576 comparable senior other roles in United States.
Quick facts
- Is the Relationship Manager & Servicing Advisor role remote?
- It's hybrid — Farther expects some on-site time in Remote in Boston, MA.
- How much experience is required?
- At least 10 years of relevant experience for this Relationship Manager & Servicing Advisor role.
- Where is the role based?
- Farther is hiring for this position in Remote in Boston, MA.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: AI tools, RightCapital, eMoney.
- What seniority level is this role?
- Farther targets senior candidates for this position.
- Is this full-time or contract?
- Full-time for this Relationship Manager & Servicing Advisor role at Farther.
From the original posting
Company Description
The Role
E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.
Your Impact
- Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
- Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
- Own the full client meeting cycle — prep, attendance, notes, and all follow-up
- Build relationships deep enough that clients come to you first
- Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
- Maintain meticulous CRM records and workflows across Farther's platform and planning software
- Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
- Use AI tools and Farther's platform to work efficiently and scale service quality
The Ideal Match
- CFP® certification with 10+ years of financial planning experience
- Direct client-facing experience — you've owned relationships, not just supported them
- Strong planning knowledge across retirement, tax, estate, and equity compensation
- Proficiency with eMoney and/or RightCapital
- Active AI tool user — not just open to it, actually doing it
- Exceptional follow-through — nothing slips
- Clear communicator who builds genuine client trust
- Series 65 (or equivalent); clean U4
Bonus Points
- Background in a paraplanner, service advisor, or associate advisor role at an RIA
- HNW or UHNW client experience
- Familiarity with Farther's platform or similar modern wealth tech stacks
- Additional designations (ChFC, CLU, CDFA)
- Experience in team-based advisory models
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
Standard company text repeated across Farther's postings is omitted here.